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Plan Design Analyst

Vestwell

in Telecommute / New York NY

Logo for Vestwell

WHO ARE WE?

Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. We have built a digital-first platform designed to reset the bar to power a $30T industry.  

Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.  

As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading Fin-Tech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

Vestwell is expanding and we’re excited about adding a Plan Design Analyst to our sales team who is passionate about our mission to change the retirement FinTech space. At a high level, we’re looking for someone to lead our effort to support our sales and advisor teams in plan design illustrations and consultation. Ideally, you have spent 3-8 years working with advisors, sponsors, recordkeepers, CPAs and/or TPAs running plan designs consultation - comparing new comparability versus integrated allocations, considering eligibility and vesting schemes to match turnover, and how design changes can meet a sponsor’s goals.

What will you be doing at Vestwell?

A key component of Vestwell’s mission to empower retirement savings includes bundled fiduciary services and oversight, and partnering with TPAs when appropriate. As a Technical Design Consultant you will assist advisors and sponsors with their plan design and initial plan document reviews to determine whether our bundled or unbundled model will best serve the clients’ goals during the sales process, and to expedite onboarding by promoting a pre-sale review.

DAY-TO-DAY YOU WILL ALSO BE EXPECTED TO:

  • Illustration support - quickly turn around detailed plan analysis including profit sharing and safe harbor design comparisons, with commentary to support recommendations
  • Plan document review - support sales in conversion contract considerations by performing a plan spec review against supported and outsourced design models
  • Subject matter expertise - support team members with process reviews, research, and documentation related to plan design, sales process, and RFIs
  • Product support - contribute to discussions with product and engineering teams to continually iterate on our technology supported design & onboarding processes

Requirements

THE NECESSITIES

  • 3-5 years defined contribution / qualified plan experience including sales support, design consultation, document drafting, and/or non-discrimination testing
  • Keen attention to detail, deadlines, and customer service needs to support internal stakeholders and external advisors
  • Strong, demonstrated commitment to superior customer service
  • Positive, collaborative, and proactive attitude
  • Proficiency with Excel and Microsoft Office suite; Google suite; cloud-based client portals and internal network drives

THE EXTRAS

  • Knowledge of one or more non-discrimination testing systems (Ft William, Datair, ASC, Sungard Relius)
  • Qualified 401(k) Administrator (QKA) or higher credential from ASPPA

BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead.  We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

How to Apply

Apply Now


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